Markets are oscillating between sentiment and fundamentals, with global disruptions impacting near-term earnings. Raunak Onkar of PPFAS Mutual Fund highlights that while growth expectations are long-term, supply chain issues may affect upcoming quarters. He remains positive on the structural trajectory of financial services and technology, despite AI concerns.
Q1 earnings this week: Infosys, Eternal, Bajaj Auto among 573 companies set to announce June quarter results
This week, 573 companies will announce their June quarter results, featuring prominent firms. Bharti Airtel and Nykaa are among those reporting earnings on Tuesday. Trent